Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,389 | $67,602+2.6% | $82,312-15.7% | $70,126-1.1% |
| Participation rate | 35.7% | 72.8%-37.1pp | 76.9%-41.2pp | 69.5%-33.8pp |
| Annual return | 16.81% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $749 | $2,987-74.9% | $3,706-79.8% | $3,332-77.5% |
| Admin fee / account holder | $736 | $4,512-83.7% | $5,608-86.9% | $4,645-84.2% |